ISHARESIBOND2031HIGHYLDINCIBHKETF
13F holders, Q2 2025 (June 30)11holders −1
3new positions
4sold out
$25.95avg. 13F price*
At the end of Q2 2025, 11 institutions reported holding ISHARESIBOND2031HIGHYLDINC (IBHK) in their 13F filings, down 1 from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were Keeler Thomas Management LLC ($2.4M), LBMC Investment Advisors, LLC ($1.8M) and Wrapmanager Inc. ($1.1M).
- Company
- ISHARESIBOND2031HIGHYLDINC
- CUSIP
- 46438G661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $391K |
| Exits | 4 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 52,830 shares bought and 213,497 shares sold, net −160,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Keeler Thomas Management LLC | 1.02% | Add +13.8% | 91,559 | $2.4M |
| LBMC Investment Advisors, LLC | 0.13% | No change | 67,940 | $1.8M |
| Wrapmanager Inc. | 0.28% | Add +3.4% | 44,242 | $1.1M |
| Straight Path Wealth Management | 0.37% | Add +34.0% | 42,112 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +75.2% | 31,762 | $824K |
| Captrust Financial Advisors | 0.00% | New | 8,355 | $217K |
| Bank of America Corp. | 0.00% | Add +11.9% | 8,336 | $216K |
| Raymond James Financial Inc. | 0.00% | New | 4,939 | $128K |
| Barrett & Company, Inc. | 0.02% | New | 1,774 | $46K |
| Royal Bank of Canada | 0.00% | No change | 486 | $13K |
| Harbour Investments, Inc. | 0.00% | Add +2.3% | 500 | $13K |
"% of holder's portfolio" is IBHK's weight in each manager's 13F, not the share of ISHARESIBOND2031HIGHYLDINC the manager owns.